Perspectives Content Submission
Thu, 22 Aug 2013
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A flexible withdrawal strategy, diversification across account types, and targeted Roth conversions can limit the tax drag for retirees , says Morningstar's Christine Benz.
Every pre-retiree and retiree needs these documents, says estate - planning expert Deborah Jacobs.
Morningstar's John Rekenthaler offers his thoughts on how retirees should approach their withdrawals, particularly the 4% rule, the need for flexibility, and the role of longevity.
Morningstar's Christine Benz offers hints for how retirees should approach taxes in regard to portfolio withdrawals, RMD reinvestments, property, health care, and estate planning .
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